How Ready Are You for Retirement?
Retirement should be something to look forward to, not something to worry about. But let’s be honest, trying to work out whether you’re going to be ready for retirement can feel overwhelming.
That’s where this Retirement Readiness Scorecard comes in. In just a few minutes, you’ll get a clear picture of where you stand in four key areas:
🔹 Resilience: Your short-term financial security, emergency savings, insurance, and estate planning.
🔹 Knowledge: How well you understand your pensions, investments, and fees.
🔹 Planning: Whether you’ve mapped out your future income, spending, and inflation risks.
🔹 Confidence: How secure you feel about your ability to retire comfortably.
At the end, you’ll get a simple score (low, medium, or high) along with practical steps to improve your retirement readiness.
It only takes a few minutes, and it could be the first step toward a more confident, worry-free retirement. Let’s get started!
Please note that your answers are treated with the strictest confidence and never shared with any third parties.
You’ll be scored against the following key areas:
Resilience
Life happens. This section looks at your short-term financial security, to see how prepared you are for the unexpected. Having sound foundations is an important part of building a solid retirement plan.
Knowledge
Understanding your pension and investments is key to making smart decisions. Knowing about your current resources helps you work out how well they can fund the retirement you are trying to create.
Planning
A good retirement doesn’t just happen, it’s planned. How much thought have you put in to what a good retirement looks like? What will this lifestyle cost? And how might this change over your lifetime?
Confidence
Money is important, but so is how you feel about it. This section measures how secure you are in your retirement plans and whether you have the clarity and structure to feel truly confident about the future.
Don’t just take our word for it, see what others have to say
Harry has been outstanding.... this is about more than money, he has always gone the extra mile and very proactively helped us in so many areas. Unreservedly recommended.
Jonathan
West Sussex
I contacted Harry seeking some clarification on the changes to pensions following the first Labour Government budget. He was on the ball with every question I had, and his knowledge and expertise on wealth management planning and Inheritance Tax was very impressive. I would not hesitate to recommend his services for anyone planning their financial future.
Kevin
Brighton
Harry was extremely helpful and knowledgeable. Most understanding of our situation and financial needs whist showing compassion and understanding.
Anthony
Kent
